MGA / BROKER
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WEBINARS ON DEMAND
Capital Options for Insurance Businesses
An interactive, audience-driven panel discussion that will address common questions insurance business owners have about how to fulfill their unique capital needs. Our experts, who have collectively closed hundreds of millions of dollars in loans to agents, MGAs, program administrators and brokers, will answer your specific questions and provide insight on issues most common to businesses like yours
Succession Planning for Insurance Professionals
Have you thought about succession planning but don’t know exactly where to start? This dynamic webinar provides the detail you will need to begin planning for the future today.
- Building a sustainable business for long term growth
- Retiring gradually – on your own terms – while maximizing your business value
- Retaining next generation talent by creating an ownership opportunit
Understanding M&A Deal Process and Structure
We hear and read about best practices for successful agency mergers and acquisitions, but what is the process really like? Watch our latest webinar, “Understanding M&A Deal Process and Structure” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with better understanding of the following:
- Overview of the M&A Process
- Preparation and Marketing
- Controlled Auction Process
- Deal Structures
M&A Due Diligence and Contracts
Webinar recording link
We hear and read about best practices for successful mergers and acquisitions, but what is the process really like? Join us for our final webinar in this series, “Mergers & Acquisitions, Due Diligence and Contracts” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with a better understanding of the following:
- Diligence Process and Timing
- Financial, Legal and Operational Diligence
- Diligence Obstacles
- Key M&A Contracts
- Asset Purchase Agreement, Non-compete, Employment Agreements
- Key Terms and Contracts
- Minimizing Execution Risk
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He’s a great employee with a good head for business. You’ve hired well over the years, but he really stands out. As you watch him deal with your clients and analyze his numbers, you’re confident that, when the time is right, he’ll be ready to take your business’s...
One leadership group that is poised to jump to the forefront as the Baby Boomer generation retires is Generation X. Born between 1965 and 1980, this once-ignored and underappreciated generation has slowly emerged to take over the C-suite. With multi-generational teams...